CVX vs. MSTR: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at CVX and MSTR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | CVX | MSTR |
|---|---|---|
| Company Name | Chevron Corporation | Strategy Inc |
| Country | United States | United States |
| GICS Sector | Energy | Information Technology |
| GICS Industry | Oil, Gas & Consumable Fuels | Software |
| Market Capitalization | 322.69 billion USD | 89.39 billion USD |
| Exchange | NYSE | NasdaqGS |
| Listing Date | January 2, 1962 | June 11, 1998 |
| Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of CVX and MSTR by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | CVX | MSTR |
|---|---|---|
| 5-Day Price Return | -2.44% | 12.54% |
| 13-Week Price Return | 8.45% | -9.35% |
| 26-Week Price Return | -7.55% | 4.26% |
| 52-Week Price Return | 6.74% | 100.72% |
| Month-to-Date Return | -3.31% | 5.03% |
| Year-to-Date Return | 7.21% | 16.85% |
| 10-Day Avg. Volume | 7.68M | 13.43M |
| 3-Month Avg. Volume | 9.39M | 11.52M |
| 3-Month Volatility | 19.62% | 55.03% |
| Beta | 0.83 | 3.43 |
Profitability
Return on Equity (TTM)
CVX
9.08%
Oil, Gas & Consumable Fuels Industry
- Max
- 27.06%
- Q3
- 16.37%
- Median
- 10.02%
- Q1
- 5.32%
- Min
- -8.98%
CVX’s Return on Equity of 9.08% is on par with the norm for the Oil, Gas & Consumable Fuels industry, indicating its profitability relative to shareholder equity is typical for the sector.
MSTR
18.10%
Software Industry
- Max
- 66.28%
- Q3
- 21.28%
- Median
- 9.33%
- Q1
- -8.77%
- Min
- -48.16%
MSTR’s Return on Equity of 18.10% is on par with the norm for the Software industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
CVX
7.31%
Oil, Gas & Consumable Fuels Industry
- Max
- 48.48%
- Q3
- 21.05%
- Median
- 9.42%
- Q1
- 1.67%
- Min
- -26.95%
CVX’s Net Profit Margin of 7.31% is aligned with the median group of its peers in the Oil, Gas & Consumable Fuels industry. This indicates its ability to convert revenue into profit is typical for the sector.
MSTR
1,036.61%
Software Industry
- Max
- 51.92%
- Q3
- 19.23%
- Median
- 6.98%
- Q1
- -7.14%
- Min
- -41.00%
MSTR’s Net Profit Margin of 1,036.61% is exceptionally high, placing it well beyond the typical range for the Software industry. This demonstrates outstanding operational efficiency and a strong competitive advantage in converting revenue into profit.
Operating Profit Margin (TTM)
CVX
10.58%
Oil, Gas & Consumable Fuels Industry
- Max
- 62.28%
- Q3
- 31.04%
- Median
- 18.00%
- Q1
- 5.41%
- Min
- -32.54%
CVX’s Operating Profit Margin of 10.58% is around the midpoint for the Oil, Gas & Consumable Fuels industry, indicating that its efficiency in managing core business operations is typical for the sector.
MSTR
1,435.93%
Software Industry
- Max
- 60.40%
- Q3
- 21.25%
- Median
- 9.90%
- Q1
- -4.97%
- Min
- -43.50%
MSTR’s Operating Profit Margin of 1,435.93% is exceptionally high, placing it well above the typical range for the Software industry. This demonstrates outstanding efficiency in managing its core operations, which can be a result of strong pricing power or superior cost control.
Profitability at a Glance
| Symbol | CVX | MSTR |
|---|---|---|
| Return on Equity (TTM) | 9.08% | 18.10% |
| Return on Assets (TTM) | 5.36% | 13.42% |
| Net Profit Margin (TTM) | 7.31% | 1,036.61% |
| Operating Profit Margin (TTM) | 10.58% | 1,435.93% |
| Gross Profit Margin (TTM) | 38.18% | 70.10% |
Financial Strength
Current Ratio (MRQ)
CVX
1.00
Oil, Gas & Consumable Fuels Industry
- Max
- 2.60
- Q3
- 1.63
- Median
- 1.22
- Q1
- 0.86
- Min
- 0.30
CVX’s Current Ratio of 1.00 aligns with the median group of the Oil, Gas & Consumable Fuels industry, indicating that its short-term liquidity is in line with its sector peers.
MSTR
0.68
Software Industry
- Max
- 4.29
- Q3
- 2.37
- Median
- 1.40
- Q1
- 1.03
- Min
- 0.25
MSTR’s Current Ratio of 0.68 falls into the lower quartile for the Software industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio (MRQ)
CVX
0.20
Oil, Gas & Consumable Fuels Industry
- Max
- 2.16
- Q3
- 1.06
- Median
- 0.53
- Q1
- 0.25
- Min
- 0.00
Falling into the lower quartile for the Oil, Gas & Consumable Fuels industry, CVX’s Debt-to-Equity Ratio of 0.20 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.
MSTR
0.16
Software Industry
- Max
- 2.16
- Q3
- 0.86
- Median
- 0.31
- Q1
- 0.00
- Min
- 0.00
MSTR’s Debt-to-Equity Ratio of 0.16 is typical for the Software industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio (TTM)
CVX
-5.38
Oil, Gas & Consumable Fuels Industry
- Max
- 51.08
- Q3
- 22.26
- Median
- 7.32
- Q1
- 2.72
- Min
- -19.25
CVX has a negative Interest Coverage Ratio of -5.38. This indicates that its earnings were insufficient to cover even its operational costs, let alone its interest payments, signaling significant financial distress.
MSTR
-30.23
Software Industry
- Max
- 89.65
- Q3
- 32.64
- Median
- 1.00
- Q1
- -9.84
- Min
- -71.23
MSTR has a negative Interest Coverage Ratio of -30.23. This indicates that its earnings were insufficient to cover even its operational costs, let alone its interest payments, signaling significant financial distress.
Financial Strength at a Glance
| Symbol | CVX | MSTR |
|---|---|---|
| Current Ratio (MRQ) | 1.00 | 0.68 |
| Quick Ratio (MRQ) | 0.63 | 0.55 |
| Debt-to-Equity Ratio (MRQ) | 0.20 | 0.16 |
| Interest Coverage Ratio (TTM) | -5.38 | -30.23 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
CVX
3.72%
Oil, Gas & Consumable Fuels Industry
- Max
- 12.74%
- Q3
- 7.02%
- Median
- 4.37%
- Q1
- 2.64%
- Min
- 0.00%
CVX’s Dividend Yield of 3.72% is consistent with its peers in the Oil, Gas & Consumable Fuels industry, providing a dividend return that is standard for its sector.
MSTR
0.06%
Software Industry
- Max
- 0.22%
- Q3
- 0.11%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MSTR’s Dividend Yield of 0.06% is consistent with its peers in the Software industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
CVX
85.58%
Oil, Gas & Consumable Fuels Industry
- Max
- 188.73%
- Q3
- 95.12%
- Median
- 63.48%
- Q1
- 28.55%
- Min
- 0.00%
CVX’s Dividend Payout Ratio of 85.58% is within the typical range for the Oil, Gas & Consumable Fuels industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
MSTR
0.00%
Software Industry
- Max
- 3.29%
- Q3
- 2.41%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MSTR has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.
Dividend at a Glance
| Symbol | CVX | MSTR |
|---|---|---|
| Dividend Yield (TTM) | 3.72% | 0.06% |
| Dividend Payout Ratio (TTM) | 85.58% | 0.00% |
Valuation
Price-to-Earnings Ratio (TTM)
CVX
23.00
Oil, Gas & Consumable Fuels Industry
- Max
- 34.98
- Q3
- 21.60
- Median
- 13.15
- Q1
- 8.17
- Min
- 2.22
A P/E Ratio of 23.00 places CVX in the upper quartile for the Oil, Gas & Consumable Fuels industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
MSTR
19.94
Software Industry
- Max
- 145.74
- Q3
- 94.88
- Median
- 45.35
- Q1
- 26.66
- Min
- 8.80
In the lower quartile for the Software industry, MSTR’s P/E Ratio of 19.94 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.
Price-to-Sales Ratio (TTM)
CVX
1.68
Oil, Gas & Consumable Fuels Industry
- Max
- 4.68
- Q3
- 2.73
- Median
- 1.36
- Q1
- 0.54
- Min
- 0.12
CVX’s P/S Ratio of 1.68 aligns with the market consensus for the Oil, Gas & Consumable Fuels industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
MSTR
206.65
Software Industry
- Max
- 25.67
- Q3
- 13.68
- Median
- 8.28
- Q1
- 4.95
- Min
- 0.90
With a P/S Ratio of 206.65, MSTR trades at a valuation that eclipses even the highest in the Software industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.
Price-to-Book Ratio (MRQ)
CVX
1.71
Oil, Gas & Consumable Fuels Industry
- Max
- 3.63
- Q3
- 2.11
- Median
- 1.23
- Q1
- 0.91
- Min
- 0.34
CVX’s P/B Ratio of 1.71 is within the conventional range for the Oil, Gas & Consumable Fuels industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
MSTR
2.25
Software Industry
- Max
- 30.67
- Q3
- 14.92
- Median
- 8.52
- Q1
- 3.89
- Min
- 0.38
MSTR’s P/B Ratio of 2.25 is in the lower quartile for the Software industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.
Valuation at a Glance
| Symbol | CVX | MSTR |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 23.00 | 19.94 |
| Price-to-Sales Ratio (TTM) | 1.68 | 206.65 |
| Price-to-Book Ratio (MRQ) | 1.71 | 2.25 |
| Price-to-Free Cash Flow Ratio (TTM) | 19.59 | 1,629.05 |